Are you looking for a way to link up your WordPress forms with Salesforce CRM? You can do just that with Formidable Forms. Keep reading to discover how.
At Formidable Forms, we offer a range of different integrations and add-ons. We want to make it easy to use your favorite apps alongside ours. One popular integration we offer is with Salesforce CRM.
Salesforce is one of the leading customer relationship management (CRM) systems. It's cloud-based and helps businesses improve their sales, marketing, and customer services.
If you use Salesforce, we know you'll want to integrate it with other apps you use to manage your business. If you need to copy leads from your WordPress forms to Salesforce, you no doubt want it to be streamlined. That's why we've made it simple to connect to Salesforce with a WordPress plugin.
There’s no need to export entries manually. You can send them over automatically with our WordPress Salesforce integration.
In this post, we’ll show you just how easy it is to create a Salesforce form in WordPress for web to lead forms.
The benefits of connecting Salesforce to WordPress
The main benefit of a Salesforce app integration is that it can save you a lot of time. Sales processing and customer tracking can all be automated.
With everything automatically loaded into WordPress, you save any back and forth between your team members over different Salesforce entries. They are all on your site and in Salesforce for everyone to see any time.
How to integrate Salesforce
In order to use this integration, you'll need to install and activate Formidable Forms Pro if you haven't already.
Next, open your WordPress admin panel, go to 'Formidable' and then click on 'Add-Ons'. From there, simply click the 'Install' button for the Salesforce integration plugin.
To activate, you will need to save the Client ID and Client Secret Key in your WordPress dashboard. Go to 'Formidable' > 'Global Settings' > 'Salesforce'. This link allows Formidable to communicate with Salesforce.
For more details, take a look at our documentation, which shows where to find this information.
Linking the two apps up will allow you to add new contacts and leads into Salesforce, directly from your WordPress dashboard.
How to create a Salesforce form
Start by building a new form, then go to 'Settings' > 'Form Actions' and click on the Salesforce icon.
Take a look at the screenshot below to see what it looks like:
All you need to do is map the Salesforce fields from the contact and lead objects to your contact form fields. Lead generation forms will then begin to fill your Salesforce customer lists and you'll be able to update if needed.
You can also send data to any custom object within Salesforce. This will allow you to save any extra data you've collected which isn’t standard in Salesforce. These act as custom database tables where you can store unique information.
Some examples of Salesforce objects include: accounts, announcements, assets, campaigns, cases, groups, contact, contracts, emails, events, ideas, leads, notes, orders products, tasks, or goals.
Please note – The Salesforce plugin requires the Web Services API feature in your Salesforce account.
Start collecting Salesforce leads
Once your form is set up, publish it on a page and start sending leads and contacts to Salesforce.
We hope this has helped you learn how to create a Salesforce form in WordPress. Integrations like these don't need to be difficult. Here at Formidable, we know just how frustrating things can be when they're not simple.
Wondering how to install add-ons in Formidable Forms? We're always looking to make every bit of our forms plugin simpler. With our update last year, we made it quicker and easier to install and update add-ons like this.
If you're not already using Formidable Forms, take a look at our list of features to see how we can help.